Sharla Roundtree, Ronald Blair

Adviser/team AUM $118,000,000
Firm joining Kestra Financial
Firm leaving Royal Alliance
Adviser(s) location Lakewood, CO
Date September 17, 2018

Latest Moves to Kestra Financial

Adviser(s) Date
Frances Gardner, Andrew Gardner, Patrick WallaceSeptember 17, 2018
Sharla Roundtree, Ronald BlairSeptember 17, 2018
Eric G. Moore, Michael Blake, Allison HudsonSeptember 17, 2018
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